Financial Planning

How Do You Measure Your Wealth?

If this were your last day on earth, where would you want to be, who would you want to be with, and what would you be doing? What about Spiritually? Mentally? Physically? Do you measure your wealth by the value of your assets or by your life's imprint?

Tax Savings Ideas

CPA Blake Briscoe is our special guest this week on our Life Planning 101 podcast. Blake discusses the changes in Fair Labor Exempt Wage threshold as well as some last minute tax savings ideas to watch out for. If you would like more information about Mr. Briscoe, you can check out his website: http://briscoecpa.com/

5 Ways President-Elect Donald Trump Could Move Markets

In this historic victory that shocked the political establishment and global financial markets alike, Donald J. Trump will become the 45th president of the United States. Here are 5 ways Trump could move markets.

Presidential Candidates and Their Tax and Healthcare Plans

On this week's edition of Life Planning 101, we discuss a brief history of the Republican and Democratic parties and we compare the Trump and Clinton healthcare and tax plans.

A 6 Figure Impact on Your Credit

Your credit score is your financial reputation. It's a three-digit number that has a six-figure impact on your life. Fortunately, rebuilding your credit score is a lot easier than you think. Credit expert Philip Tirone has developed a step-by-step program to help you rebuild your credit score drastically.7 Steps to a 720 Credit Score exposes the rules of the credit game, giving consumers all the information they need to know to increase their credit scores and save thousands of dollars over the course of their life.

The Opportunity in the Mirror

The bottom line is that no matter who you want to pass the (economic crisis) buck to — the government, financial institutions, insurers, big business, regulators, etc — we all should take a close look in the mirror. We are a nation that lives beyond our means.It's time to quit living as if there’s no financial tomorrow, break the bad habits and take charge of our financial future.

My Farm & Ranch: Transitioning and Retirement Planning

If you haven’t thought about your own legacy, please do. In order to help you get off on the right foot, here are some things you need to consider. We call it the “Who, What, When, How, Sam and Plan Approach.”

Have the Urge to Own Your Home Free and Clear?

There are situations where paying down a mortgage makes perfect money sense. However,there is a good chance your situation is not one of these.

3 Great Ways to Help Your Child Save

The first thing that comes to everyone’s mind
when you begin to discuss saving for your child’s future is…college savings. But
what if your child does not go to college? What if they need a down payment to
purchase their first home? What if they are faced with an unexpected hardship? There
are countless what if’s in life and there
are not two people that will face... 

What Will Happen if You Get Sued?

Will you stand to lose some of your hard-earned money,income or assets? Or will it be protected? Do you know for sure?
 One evening while driving home, you glance down to adjust the radio. When you look back up, you are inches away from broadsiding a bus.Several passengers are seriously injured, resulting in a major law suit.
 Again, will your assets...

6 Lessons Learned from the Great Recession - Part 4

Well…if you have been a buy and hold investor, your portfolio will probably answer this with a resounding “No!” Though after reading the many headlines of any major financial news during late 2008, 2009 or 2010 you might think that...

6 Lessons Learned from the Great Recession - Part 3

There is a major issue today that has left a large number of Americans speechless and motionless: The issue of integrity. 2008 and 2009 were treacherous. It was bad enough that we witnessed the development of...